© trendforce Analysis | February 27, 2017
New iPhone production volume to exceed 100M units in 2017
The next major iPhone release will certainly be one of the most anticipated events in the global consumer electronics market in the second half of 2017.
TrendForce’s recent findings on the 10th anniversary iPhone release reveal that Apple’s latest refresh of the device series will include three new models, with one of them having significant hardware and design upgrades such as an AMOLED display. TrendForce estimates that the production volume of the next iPhone devices for this year will reach at least 100 million units, of which the model with the AMOLED display will make up the greatest share. The production volume of all iPhone devices for 2017 is projected to total around 230 million units, representing an annual increase of almost 6%. Next high-end iPhone will be the first in the series to feature AMOLED display in addition to other major design changes Based on the information from the supply chain, one of the three new iPhone devices that will be released in this year’s second half will be a top-of-line model with standout features. This high-end iPhone will be the first in the device series to have an AMOLED display that is 5.8 inches in size and 2K in resolution. However, Apple will not implement the curved display design for the high-end iPhone because there are issues with the 3D glass in terms of production yield and drop test results. Thus, the next high-end iPhone is expected to have the same 2.5D glass for display cover as the current models. Another standout feature for the next high-end iPhone will be the removal of the physical home button as the related functions will be integrated into the display. The disappearance of the home button will make the device more compact without sacrificing the display area. Therefore, the display aspect ratio of the next high-end iPhone could exceed 2:1, while the phone’s overall body size could be similar to that of the next 4.7-inch model. With regard to memory and storage specifications, the next high-end iPhone will carry 3GB of mobile DRAM and comes with two storage options: the 64GB and the 256GB. 3D Sensing to expand iPhone’s applications in biometric recognition and AR TrendForce also expects the next high-end iPhone to incorporate the 3D Sensing technology that can be used to provide facial recognition and features related to augmented reality (AR). The other two upcoming iPhone models are sized 5.5 and 4.7 inches, respectively. In contrast with the high-end counterpart, both will retain LCD for their displays. In terms of memory specifications, the 5.5-inch model will have 3GB while the 4.7-inch model will have 2GB. As for storage options, both the 5.5- and the 4.7-inch models are expected to include the maximum option of 256GB. From the pricing angle, Apple will likely make significant differentiation between the 4.7-inch model and the other two models. Due to the increasing level of competition in the global smartphone market, Apple is expanding its iPhone lineup in order to cater to different groups of consumers. The high-end AMOLED model will be the main iPhone sales driver for this year The AMOLED model will be leading the charge in this year’s iPhone sales. Furthermore, it will account for at least 40% of the total production volume of all the next-generation iPhone devices for 2017, according to TrendForce’s projection. Furthermore, the significant innovations in the latest iPhone refresh are designed to attract the large group consumers who have bought iPhones but yet to replace them since iPhone 6. Therefore, the 10th anniversary release is expected to trigger a huge wave of replacement demand. At the same time, Apple will likely set a very high price point for the AMOLED model in order to offset the costs of the display and other components. There is the possibility that the price of the AMOLED model could go up to US$1,000 or even higher. By contrast, the next 4.7-inch iPhone will be more economically priced as it will be competing against Chinese brands in regional markets where they have been successful, including their home turf. TrendForce adds that most of the global production capacity for AMOLED smartphone panels will be used to fulfill orders from Samsung and Apple this year. Other smartphone brands such as Huawei and OPPO are going to have difficulty in securing enough AMOLED panels to expand production and shipments of their high-end devices. The lack of AMOLED panel supply in turn could be a factor in preventing some Chinese brands from achieving the same kind of exceptional shipment growth as in last year. On the whole, TrendForce believes that Apple will boost iPhone sales this year with the combination of the three new models. However, whether this strategy will bring Apple a large revenue growth from iPhone sales remains to be seen. ----- More information can be found at Trendforce.
IPC: Unanimous approval of USMCA needed IPC issued a statement this week expressing support of the recently bi-partisan approval of the United States-Mexico-Canada Agreement (USMCA), and a strong desire for legislative approval by Canada, Mexico, and the U.S.
Nordson's CFO to retire in 2020 after 30 years with the company Nordson's Executive Vice President and Chief Financial Officer, Gregory A. Thaxton, plans to retire in 2020 after thirty successful years with the company, with the last 12 years as CFO.
KUKA restructures subdivision due to economic uncertainty KUKA is restructuring a subdivision in the Robotics segment that is responsible for automated manufacturing solutions such as cells and special machines.
PCB industry recovers slightly in Q3 PCB manufacturers in the D/A/CH region were able to increase sales sequentially in the third quarter of 2019 by 1.1%. However, sales figures are 11% lower than those recorded for the third quarter of 2018, reports the industry association ZVEI PCB and Electronic Systems.
Garz & Fricke moves into new HQ in Hamburg-Harburg Garz & Fricke GmbH continues to expand. As of late October, the business operations of the HMI and Panel PC specialist will be transferring to the new headquarters in in Hamburg-Harburg.
TF Massif Technologies taps new CEO British Columbia-based TF Massif Technologies has announced the appointment of Tom Peregoodoff as the company’s new chief executive officer.
DoJ: Google, Fitbit deal under review The U.S. Justice Department is looking into anti-trust issues concerning Google's bid to buy Fitbit Inc.
L3Harris Tech secures U.S. Marine Corps order L3Harris Technologies received a USD 50 million follow-on delivery order for Falcon III AN/PRC-160 HF radios and related equipment from the U.S. Marine Corps .
Metair completes Romanian lithium-Ion battery cell factory South African energy storage company, Metair Investments, says that its Romanian units Prime Batteries and Rombat have completed the installation of the group's first Lithium-Ion battery cell manufacturing and assembly facility in Bucharest, Romania.
£5m award marks ‘topping out’ of Cardiff research powerhouse An GBP 80 million Cardiff University powerhouse for Welsh scientific research has been ‘topped out’ by Bouygues UK – backed by over GBP5 million support from Welsh Government and industrial partners.
Advanced Energy expands with new lab near Frankfurt Advanced Energy Industries, Inc. has opened its Advanced Materials Processing (AMP) Showcase Lab near Frankfurt, Germany.
TTM Technologies unveils NY engineering center On the heels of its acquisition of manufacturing and IP assets from i3 Electronics Inc., TTM Technologies has announced the opening of a new engineering center in Binghamton, NY.
EU Commission to support pan-European battery development Seven member states will provide, in the coming years, up to EUR 3.2 billion in funding to support research and innovation in the common European priority area of batteries.
The pulse of the electronics industry Growth is slowing worldwide and the industry’s outlook is less optimistic than in previous quarters, although it is still generally positive, according to the results of IPC’s fourth-quarter 2019 Pulse of the Electronics Industry survey.
Teradyne delivers J750 semiconductor test system to Ardentec Teradyne has hit a milestone with the 6,000th shipment of the J750 family of semiconductor testers.
Season Group names new SvP for global business development Season Group has appointed Stephen Tsao as the company's new Senior Vice President, Global Business Development.
Zestron appoints new sales director Europe Mr. Adam Meinert recently joined ZESTRON as the Sales Director of Europe.
Sypris Electronics tapped for NASA project Sypris Electronics LLC has been awarded a contract from Collins Aerospace in association with NASA’s Orion Spacecraft project.
NexLogic eyes implantable med-electronics NexLogic Technologies Inc. has announced its entry into assembly and manufacturing of implantable medical devices, a rapidly growing segment in the medical electronics market.
International Wire Group buys Owl Wire and Cable International Wire Group (IWG) has acquired New York-based Owl Wire and Cable from Marmon Holdings Inc.
ZF to set up third research and development centre in China ZF Friedrichshafen AG is establishing a third Chinese R&D centre in Guangzhou southern China. Representatives of ZF and the local authorities have signed an agreement and ZF plans to invest approximately EUR 90 million in the new development center.
Semiconductor market suffers another plunge in Q3 With revenue plunging by a gut-wrenching 14.7% in the third quarter, the global semiconductor market appears destined for a year of double-digit decline, despite some signs of growth in the critical memory segment, says IHS Markit.
Ericsson to pay $1B to resolve US corruption investigations Swedish telecom company Ericsson has reached a resolution on U.S. FCPA investigations by the the U.S. Department of Justice (DOJ) and the Securities and Exchange Commission (SEC).
Bel acquires CUI Inc. power assets Bel Fuse Inc. has closed on its previously-announced deal with CUI Global for the majority of the power business of its subsidiary, CUI Inc.Load more news